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The Accounting and Finance Module

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You can find more information on the Time Billing - Register page.

Disbursements

This category is for any outlays or disbursements that the firm makes. There are two types of Disbursements - Pay Now (Credit Card, Cheque etc) and Pay Later (Accounts Payable).

You can find more information on the Disbursements Disbursement - Register page.Image Removed 

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Recoveries

Recoveries are used when charging a client for use of a business provided service or product that has already been paid for. Recoveries can be referred to as outlays that have been Paid Already. This amount, unlike an outlay, can be marked up. 
For example, your business may charge a client $1.00 per page of photocopying. This would be charged out as a recovery.

You can find more information on the Recoveries the Recoveries - Register page.Image Removed 

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Invoicing

Invoicing is the step that will create a bill for the client after you have entered time or fixed fees and any recoveries. There are various statuses of invoices which must be paid close attention.
These are detailed more on the Invoice Register Invoice - Register page.Image Removed 

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External Accounting

This section is primarily used for connecting to your External Accounting system.

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You can find more information on the Finance - Pending External Accounting Register page.

Lists

The Lists area is for bringing in items from the External Accounting System that will help connect, any typing shortcuts, bank types etc.

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You can find more information on the Lists Register page.